================= Partner Revisions ================= Configuration ============= Access Rights ------------- The revisions rules must be edited by users with the group ``Revision Configuration``. The revisions can be applied or canceled only by users with the group ``Revisions Validations`` Revision Rules -------------- The revision rules can be configured in ``Sales > Configuration > Partner Revisions > Revision Fields Rules``. For each partner field, an action can be defined: * Auto: the changes made on this field are always applied * Validate: the changes made on this field must be manually confirmed by a 'Revision User' user * Never: the changes made on this field are always refused In any case, all the changes made by the users are always applied directly on the users, but a 'validated' revision is created for the history. The supported fields are: * Char * Text * Date * Datetime * Integer * Float * Boolean * Many2one Usage ===== General case ------------ When users modify the partners, new 'validated' revisions are created so there is nothing to do. Addons wanting to create revisions which need a validation should pass the key ``__revision_rules`` in the context when they write on the partner. Finding changesets ------------------ A menu shows all the changesets in ``Sales > Configuration > Partner Revisions > Partner Revision``. However, it is more convenient to access them directly from the partners. Pending revisions can be accessed directly from the top right of the partners' view. A new filter on the partners shows the partners having at least one pending revision. Handling changesets ------------------- A revision shows the list of the changes made on a partner. Some of the changes may be 'Pending', some 'Accepted' or 'Rejected' according to the revision rules. The only changes that need an action from the user are 'Pending' changes. When a change is accepted, the value is written on the user. The changes view shows the name of the partner's field, the Origin value and the New value alongside the state of the change. By clicking on the change in some cases a more detailed view is displayed, for instance, links for relations can be clicked on. A button on a changeset allows to apply or reject all the changes at once.